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Microsoft, Amazon and Google are pouring billions into AI investments in India. Will this be the country’s breakthrough AI moment? Saritha Rai explains. (Source: Bloomberg)
Bloomberg’s Caroline Hyde discusses ServiceNow’s plan to buy cybersecurity startup Armis for $7.75 billion, its largest acquisition to date. Plus, Nvidia’s biggest buyer in Southeast Asia,...
The US government is investigating whether Nvidia’s biggest buyer in Southeast Asia has smuggled chips into China. Bloomberg’s Ian King discusses the details with Caroline Hyde...
Jason Oxman, president and CEO of the Information Technology Industry Association, discusses the data center buildout, AI regulation and tech export restrictions. He joins Caroline Hyde...
Bloomberg’s Caroline Hyde discusses Larry Ellison’s personal guarantee to back Paramount Skydance’s bid for Warner Bros. Discovery. Plus, Google agrees to buy power provider Intersect Power...
Overexuberance and complacency dog the market and the AI trade going into next year, says Ted Mortonson, managing director of Baird. He discusses the headwinds he...
Tomasz Tunguz, general partner at Theory Ventures, says AI innovation isn’t showing signs of slowing down, but state-level regulation like the one recently passed in New...
Liza Tobin, managing director at Garnaut Global, says the Trump administration has been lowering the bar on national security concerns related to TikTok as it works...
Bloomberg’s Caroline Hyde discusses the plans for a US-majority-owned TikTok. Plus, former TikTok boss Kevin Mayer shares his thoughts on that deal and the broader media...
Tiffany Wade, senior portfolio manager at Columbia Threadneedle, says the fact that investors are focusing on free cashflow and return on AI investment is a sign...
